FB Financial Corp - FBK
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 6,297,957 | 348,591 | 0.01% | 0.01% | 1 | +176,604 | 2.89% | Q2 2026 | Aug 07, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 3,874,468 | 214,452 | 0.14% | 0.14% | 2 | +7,747 | 0.2% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Added to | 2,449,893 | 135,601 | 0.0% | 0.0% | 3 | +183,888 | 8.12% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 2,152,443 | 119,137 | 0.0% | 0.0% | 4 | +268,053 | 14.22% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,032,178 | 112,480 | 0.02% | 0.02% | 5 | +31,694 | 1.58% | Q2 2026 | Aug 11, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 1,283,508 | 71,042 | 0.54% | 0.48% | 6 | +21,989 | 1.74% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,091,417 | 60,419 | 0.0% | 0.0% | 7 | +50,675 | 4.87% | Q2 2026 | Aug 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 1,069,173 | 59,178 | 0.01% | 0.01% | 8 | -59,927 | -5.31% | Q2 2026 | Aug 14, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 871,137 | 48,217 | 0.06% | 0.06% | 9 | -41,467 | -4.54% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 836,395 | 46,294 | 0.0% | 0.0% | 10 | +46,526 | 5.89% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 819,056 | 45,334 | 0.0% | 0.0% | 11 | +150,739 | 22.56% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 712,922 | 39,460 | 0.0% | 0.0% | 12 | -40,343 | -5.36% | Q2 2026 | Aug 14, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Reduced | 642,607 | 35,568 | 0.33% | 0.35% | 13 | -12,562 | -1.92% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 635,015 | 35,148 | 0.0% | 0.0% | 14 | +136,201 | 27.3% | Q2 2026 | Aug 13, 2026 |
| Davis Asset Management, L.P. | History | No change | 619,236 | 34,274 | 0.87% | 0.93% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 607,182 | 33,607 | 0.01% | 0.01% | 16 | +112,905 | 22.84% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 528,839 | 29,271 | 0.0% | 0.0% | 17 | +471,087 | 815.71% | Q2 2026 | Sep 02, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Reduced | 519,362 | 28,746 | 0.48% | 1.02% | 18 | -517,031 | -49.89% | Q2 2026 | Aug 20, 2026 |
| FMR LLC | History | Added to | 507,699 | 28,101 | 0.0% | 0.0% | 19 | +4,220 | 0.84% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 496,650 | 27,489 | 0.0% | 0.0% | 20 | +7,410 | 1.51% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 466,368 | 25,813 | 0.0% | 0.0% | 21 | +24,786 | 5.61% | Q2 2026 | Aug 13, 2026 |
| GW&K Investment Management, LLC | History | Added to | 463,178 | 25,637 | 0.2% | 0.16% | 22 | +111,997 | 31.89% | Q2 2026 | Aug 12, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 439,801 | 24,342 | 0.03% | 0.04% | 23 | +17,108 | 4.05% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 390,309 | 21,603 | 0.02% | 0.01% | 24 | +113,064 | 40.78% | Q2 2026 | Aug 14, 2026 |
| Penn Capital Management Company, LLC | History | Added to | 387,253 | 21,456 | 1.36% | 1.29% | 25 | +67,656 | 21.17% | Q2 2026 | Jul 30, 2026 |
| Jupiter Topco LLC | History | New | 385,498 | 21,337 | 0.01% | — | 26 | +385,498 | New | Q2 2026 | Aug 14, 2026 |
| Tributary Capital Management, LLC | History | Added to | 370,081 | 20,483 | 1.68% | 1.4% | 27 | +92,773 | 33.45% | Q2 2026 | Jul 23, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 361,846 | 20,028 | 0.06% | 0.12% | 28 | -359,047 | -49.81% | Q2 2026 | Aug 11, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 385,498 | 20,023 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 351,877 | 19,476 | 0.89% | 0.92% | 30 | -7,741 | -2.15% | Q2 2026 | Jul 29, 2026 |
| CapWealth Advisors, LLC | History | Added to | 345,472 | 19,121 | 1.31% | 1.33% | 31 | +1,782 | 0.52% | Q2 2026 | Jul 28, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 323,544 | 17,908 | 0.02% | 0.02% | 32 | +30,407 | 10.37% | Q2 2026 | Jul 29, 2026 |
| Bank of New York Mellon Corp | History | Added to | 318,211 | 17,612 | 0.0% | 0.0% | 33 | +10,197 | 3.31% | Q2 2026 | Aug 06, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 287,941 | 15,937 | 0.06% | 0.06% | 34 | -7,419 | -2.51% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 278,144 | 15,395 | 0.0% | 0.0% | 35 | +11,678 | 4.38% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 273,935 | 15,162 | 0.0% | 0.0% | 36 | +17,241 | 6.72% | Q2 2026 | Aug 03, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 253,209 | 14,015 | 0.0% | 0.0% | 37 | -21,623 | -7.87% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 194,318 | 10,755 | 0.01% | 0.01% | 38 | -2,025 | -1.03% | Q2 2026 | Aug 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 181,631 | 10,053 | 0.0% | 0.0% | 39 | +30,616 | 20.27% | Q2 2026 | Aug 14, 2026 |
| OBERWEIS ASSET MANAGEMENT INC/ | History | Added to | 177,100 | 9,802 | 0.2% | 0.25% | 40 | +15,000 | 9.25% | Q2 2026 | Aug 14, 2026 |
| 12th Street Asset Management Company, LLC | History | Reduced | 172,500 | 9,547 | 1.36% | 2.1% | 41 | -74,540 | -30.17% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 170,331 | 9,427 | 0.0% | 0.0% | 42 | +110,674 | 185.52% | Q2 2026 | Aug 14, 2026 |
| HEARTLAND ADVISORS INC | History | Reduced | 162,481 | 8,993 | 0.4% | 0.5% | 43 | -25,000 | -13.33% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | Added to | 157,093 | 8,695 | 0.0% | 0.0% | 44 | +44,972 | 40.11% | Q2 2026 | Aug 14, 2026 |
| Weiss Asset Management LP | History | New | 147,721 | 8,176 | 0.09% | — | 45 | +147,721 | New | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 142,479 | 7,886 | 0.01% | 0.01% | 46 | -3,492 | -2.39% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 142,259 | 7,874 | 0.01% | 0.01% | 47 | -59,352 | -29.44% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 139,695 | 7,809 | 0.0% | 0.0% | 48 | +57,077 | 69.09% | Q2 2026 | Aug 12, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 138,110 | 7,644 | 0.02% | 0.02% | 49 | -6,296 | -4.36% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 136,836 | 7,573 | 0.0% | 0.0% | 50 | +9,452 | 7.42% | Q2 2026 | Aug 13, 2026 |
| Keystone Financial Group, Inc. | History | Reduced | 133,253 | 7,375 | 3.87% | 3.62% | 51 | -897 | -0.67% | Q2 2026 | Jul 21, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 133,762 | 6,947 | 0.0% | 0.0% | 52 | +6,790 | 5.35% | Q2 2026 | Aug 14, 2026 |
| ENDEAVOUR CAPITAL ADVISORS INC | History | Added to | 121,731 | 6,737 | 1.38% | 0.08% | 53 | +114,715 | 1635.05% | Q2 2026 | Aug 07, 2026 |
| STRS OHIO | History | Added to | 116,200 | 6,431 | 0.02% | 0.02% | 54 | +2,900 | 2.56% | Q2 2026 | Jul 30, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 116,140 | 6,428 | 0.0% | 0.0% | 55 | +6,081 | 5.53% | Q2 2026 | Aug 12, 2026 |
| Curi Capital, LLC | History | Reduced | 115,000 | 6,365 | 0.1% | 0.11% | 57 | -7 | -0.01% | Q2 2026 | Aug 14, 2026 |
| MENDON CAPITAL ADVISORS CORP | History | No change | 115,000 | 6,365 | 2.25% | 2.32% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 104,144 | 5,764 | 0.0% | 0.0% | 58 | -8,044 | -7.17% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 102,401 | 5,667 | 0.0% | 0.01% | 59 | -2,725 | -2.59% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 98,872 | 5,472 | 0.0% | 0.01% | 60 | -66,769 | -40.31% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Reduced | 98,347 | 5,443 | 0.0% | 0.0% | 61 | -84,475 | -46.21% | Q2 2026 | Aug 11, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 98,150 | 5,432 | 0.02% | 0.02% | 62 | +3,020 | 3.17% | Q2 2026 | Aug 14, 2026 |
| HOMESTEAD ADVISERS CORP | History | No change | 97,959 | 5,422 | 0.13% | 0.14% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 96,766 | 5,355 | 0.0% | 0.0% | 64 | -959 | -0.98% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | Added to | 91,319 | 5,054 | 0.0% | 0.0% | 65 | +19 | 0.02% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | Added to | 88,483 | 4,897 | 0.0% | 0.0% | 66 | +4,100 | 4.86% | Q2 2026 | Aug 11, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 83,956 | 4,646 | 0.15% | 0.18% | 67 | -7,321 | -8.02% | Q2 2026 | Jul 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 80,618 | 4,462 | 0.01% | 0.0% | 68 | +52,818 | 189.99% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 75,488 | 4,178 | 0.0% | 0.0% | 69 | +23,618 | 45.53% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | New | 69,343 | 3,838 | 0.0% | — | 70 | +69,343 | New | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 63,892 | 3,536 | 0.01% | 0.01% | 71 | +2,582 | 4.21% | Q2 2026 | Aug 17, 2026 |
| XTX Topco Ltd | History | Added to | 62,971 | 3,485 | 0.05% | 0.04% | 72 | +22,506 | 55.62% | Q2 2026 | Aug 14, 2026 |
| JACOBS ASSET MANAGEMENT, LLC | History | Added to | 60,000 | 3,321 | 2.09% | 1.55% | 73 | +10,000 | 20.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 58,513 | 3,239 | 0.0% | 0.0% | 74 | +8,693 | 17.45% | Q2 2026 | Aug 14, 2026 |
| Private Capital Management, LLC | History | No change | 57,088 | 3,159 | 0.28% | 0.3% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SALZHAUER MICHAEL | History | Reduced | 55,665 | 3,081 | 1.05% | 1.36% | 76 | -29 | -0.05% | Q2 2026 | Jul 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 54,924 | 3,040 | 0.0% | 0.0% | 77 | -10,085 | -15.51% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 54,563 | 3,020 | 0.0% | 0.0% | 78 | +13,791 | 33.82% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 52,170 | 2,887 | 0.0% | 0.0% | 79 | +8,709 | 20.04% | Q2 2026 | Aug 03, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 51,440 | 2,847 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 50,684 | 2,805 | 0.0% | 0.0% | 81 | +6,366 | 14.36% | Q2 2026 | Aug 24, 2026 |
| KBC Group NV | History | No change | 49,251 | 2,726 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Creative Planning | History | Reduced | 48,821 | 2,702 | 0.0% | 0.0% | 83 | -915 | -1.84% | Q2 2026 | Aug 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 45,952 | 2,543 | 0.01% | 0.02% | 84 | -42,997 | -48.34% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 45,229 | 2,503 | 0.0% | 0.0% | 85 | +7,002 | 18.32% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 44,134 | 2,442 | 0.01% | 0.01% | 86 | -267 | -0.6% | Q2 2026 | Aug 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 42,726 | 2,364 | 0.0% | 0.0% | 87 | +440 | 1.04% | Q2 2026 | Aug 12, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | New | 42,311 | 2,341 | 0.13% | — | 88 | +42,311 | New | Q2 2026 | Jul 27, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 41,359 | 2,289 | 0.06% | 0.06% | 89 | +4,687 | 12.78% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 40,950 | 2,266 | 0.01% | 0.02% | 90 | -10,037 | -19.69% | Q2 2026 | Aug 14, 2026 |
| Harbor Advisors LLC | History | No change | 40,799 | 2,258 | 0.28% | 0.31% | 91 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | History | No change | 38,433 | 2,127 | 1.86% | 1.95% | 92 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LPL Financial LLC | History | Added to | 37,859 | 2,095 | 0.0% | 0.0% | 93 | +939 | 2.54% | Q2 2026 | Aug 07, 2026 |
| CERTUITY, LLC | History | Added to | 35,723 | 1,977 | 0.1% | 0.07% | 94 | +15,195 | 74.02% | Q2 2026 | Jul 28, 2026 |
| BANC FUNDS CO LLC | History | No change | 35,496 | 1,964 | 0.32% | 0.34% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 34,103 | 1,888 | 0.0% | 0.0% | 96 | +3,025 | 9.73% | Q2 2026 | Aug 14, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | New | 33,216 | 1,838 | 0.07% | — | 97 | +33,216 | New | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 33,187 | 1,836 | 0.0% | 0.0% | 98 | +1,068 | 3.33% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | Added to | 31,163 | 1,724 | 0.0% | 0.0% | 99 | +3,687 | 13.42% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 31,056 | 1,718 | 0.0% | 0.0% | 100 | -1,861 | -5.65% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | New | 29,709 | 1,644 | 0.0% | — | 101 | +29,709 | New | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 28,971 | 1,603 | 0.0% | 0.0% | 102 | -8,975 | -23.65% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 28,562 | 1,580 | 0.0% | 0.0% | 103 | -266 | -0.92% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 28,518 | 1,578 | 0.0% | 0.0% | 104 | +11,428 | 66.87% | Q2 2026 | Aug 14, 2026 |
| ALBERT D MASON INC | History | Added to | 28,390 | 1,571 | 0.89% | 0.94% | 105 | +430 | 1.54% | Q2 2026 | Jul 22, 2026 |
| Atria Investments, Inc | History | Reduced | 28,154 | 1,558 | 0.02% | 0.02% | 106 | -12,945 | -31.5% | Q2 2026 | Jul 28, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 27,595 | 1,527 | 0.08% | 0.02% | 107 | +19,784 | 253.28% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 26,993 | 1,494 | 0.01% | — | 108 | +26,993 | New | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 26,842 | 1,485 | 0.03% | — | 110 | +26,842 | New | Q2 2026 | Jul 13, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 26,830 | 1,485 | 0.0% | 0.01% | 109 | -6,983 | -20.65% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 26,390 | 1,461 | 0.0% | 0.0% | 111 | -554 | -2.06% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | Added to | 25,889 | 1,432 | 0.01% | 0.01% | 112 | +1,730 | 7.16% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 24,489 | 1,355 | 0.0% | 0.0% | 113 | +3,064 | 14.3% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Reduced | 24,279 | 1,343 | 0.03% | 0.06% | 114 | -5,138 | -17.47% | Q2 2026 | Aug 14, 2026 |
| Entropy Technologies, LP | History | New | 24,048 | 1,331 | 0.05% | — | 115 | +24,048 | New | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 23,558 | 1,303 | 0.0% | 0.0% | 116 | +3,261 | 16.07% | Q2 2026 | Aug 07, 2026 |
| Marietta Wealth Management, LLC | History | New | 22,109 | 1,223 | 0.13% | — | 117 | +22,109 | New | Q2 2026 | Aug 03, 2026 |
| Corient Private Wealth LP | History | Added to | 21,710 | 1,201 | 0.0% | 0.0% | 118 | +7,813 | 56.22% | Q2 2026 | Aug 27, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 21,252 | 1,176 | 0.0% | 0.0% | 119 | +1,204 | 6.01% | Q2 2026 | Sep 09, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 20,805 | 1,151 | 0.01% | 0.01% | 120 | -981 | -4.5% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 20,285 | 1,133 | 0.0% | 0.0% | 121 | +11,449 | 129.57% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 20,479 | 1,133 | 0.0% | 0.0% | 122 | -294 | -1.42% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 20,034 | 1,108 | 0.0% | 0.0% | 123 | +5,465 | 37.51% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 19,736 | 1,092 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | Reduced | 19,493 | 1,078 | 0.0% | 0.01% | 125 | -1,495 | -7.12% | Q2 2026 | Aug 14, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 19,000 | 1,051 | 0.6% | 0.82% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 17,600 | 974 | 0.01% | 0.02% | 127 | -300 | -1.68% | Q2 2026 | Jul 21, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 15,721 | 870 | 0.0% | 0.0% | 128 | +2,897 | 22.59% | Q2 2026 | Aug 11, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 15,613 | 864 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 15,298 | 846 | 0.01% | — | 131 | +15,298 | New | Q2 2026 | Jul 28, 2026 |
| Ridgepath Capital Management LLC | History | No change | 15,298 | 846 | 0.37% | 0.39% | 130 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 15,170 | 839 | 0.01% | 0.01% | 132 | -6,672 | -30.55% | Q2 2026 | Jul 20, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 15,128 | 837 | 0.0% | 0.0% | 133 | +1,317 | 9.54% | Q2 2026 | Jul 23, 2026 |
| Luken Investment Analytics, LLC | History | No change | 15,092 | 835 | 0.29% | 0.3% | 134 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 14,735 | 815 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARCLAYS PLC | History | Reduced | 13,552 | 750 | 0.0% | 0.0% | 136 | -24,734 | -64.6% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | New | 13,260 | 733 | 0.03% | — | 137 | +13,260 | New | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 13,116 | 725 | 0.01% | 0.01% | 138 | +1,390 | 11.85% | Q2 2026 | Jul 23, 2026 |
| Squarepoint Ops LLC | History | Reduced | 12,842 | 710 | 0.0% | 0.0% | 139 | -13,463 | -51.18% | Q2 2026 | Aug 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 12,385 | 685 | 0.02% | 0.01% | 140 | +3,406 | 37.93% | Q2 2026 | Aug 07, 2026 |
| Inspire Investing, LLC | History | Added to | 12,294 | 680 | 0.03% | 0.04% | 141 | +2,439 | 24.75% | Q2 2026 | Aug 12, 2026 |
| Arizona State Retirement System | History | Added to | 12,159 | 673 | 0.0% | 0.0% | 142 | +395 | 3.36% | Q2 2026 | Aug 07, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 12,000 | 664 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SummitTX Capital, L.P. | History | New | 11,702 | 647 | 0.02% | — | 144 | +11,702 | New | Q2 2026 | Aug 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 11,675 | 646 | 0.24% | 0.25% | 145 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Handelsbanken Fonder AB | History | No change | 11,600 | 642 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Merit Financial Group, LLC | History | New | 11,353 | 628 | 0.0% | — | 147 | +11,353 | New | Q2 2026 | Jul 20, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 11,112 | 615 | 0.02% | 0.05% | 148 | -5,085 | -31.39% | Q2 2026 | Aug 06, 2026 |
| AMALGAMATED BANK | History | Reduced | 10,912 | 604 | 0.0% | 0.0% | 149 | -743 | -6.37% | Q2 2026 | Jul 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 10,911 | 603 | 0.0% | 0.0% | 150 | -435 | -3.83% | Q2 2026 | Aug 19, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 10,787 | 597 | 0.01% | 0.01% | 151 | +33 | 0.31% | Q2 2026 | Jul 16, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 10,742 | 595 | 0.0% | 0.0% | 152 | +1,779 | 19.85% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 10,571 | 585 | 0.0% | 0.0% | 153 | -1,905 | -15.27% | Q2 2026 | Aug 14, 2026 |
| Numerai GP LLC | History | New | 10,358 | 573 | 0.05% | — | 154 | +10,358 | New | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 10,129 | 560 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Baird Financial Group, Inc. | History | No change | 10,121 | 560 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | Reduced | 10,079 | 557 | 0.0% | 0.0% | 157 | -21,767 | -68.35% | Q2 2026 | Aug 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 9,952 | 551 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 9,709 | 537 | 0.0% | 0.01% | 159 | -743 | -7.11% | Q2 2026 | Aug 10, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 9,695 | 536 | 0.05% | 0.05% | 160 | +400 | 4.3% | Q2 2026 | Jul 14, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 9,650 | 534 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 9,530 | 527 | 0.0% | 0.0% | 162 | -452 | -4.53% | Q2 2026 | Jul 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 9,533 | 527 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 9,494 | 525 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 9,340 | 516 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 9,192 | 508 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CSM Advisors, LLC | History | New | 8,975 | 498 | 0.01% | — | 167 | +8,975 | New | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 8,658 | 490 | 0.0% | 0.0% | 168 | +544 | 6.7% | Q2 2026 | Jul 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 8,401 | 464 | 0.0% | 0.0% | 169 | +1,238 | 17.28% | Q2 2026 | Aug 12, 2026 |
| RFG Advisory, LLC | History | Added to | 8,053 | 445 | 0.01% | 0.01% | 170 | +7 | 0.09% | Q2 2026 | Jul 15, 2026 |
| Pictet Asset Management Holding SA | History | No change | 8,017 | 443 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 7,847 | 434 | 0.0% | 0.0% | 172 | +1,083 | 16.01% | Q2 2026 | Aug 07, 2026 |
| Engineers Gate Manager LP | History | New | 7,414 | 410 | 0.01% | — | 173 | +7,414 | New | Q2 2026 | Aug 14, 2026 |
| MQS Management LLC | History | Reduced | 7,130 | 394 | 0.48% | 0.37% | 174 | -3,405 | -32.32% | Q2 2026 | Aug 07, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 7,088 | 392 | 0.01% | 0.01% | 175 | -89 | -1.24% | Q2 2026 | Aug 14, 2026 |
| COMMERCE BANK | History | Added to | 6,966 | 385 | 0.0% | 0.0% | 176 | +1,519 | 27.89% | Q2 2026 | Aug 12, 2026 |
| Welch Group, LLC | History | Added to | 6,814 | 377 | 0.01% | 0.01% | 177 | +687 | 11.21% | Q2 2026 | Jul 23, 2026 |
| MAI Capital Management | History | Added to | 6,525 | 361 | 0.0% | 0.0% | 178 | +149 | 2.34% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Reduced | 6,290 | 348 | 0.0% | 0.0% | 179 | -555 | -8.11% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 6,228 | 344 | 0.0% | 0.0% | 180 | +852 | 15.85% | Q2 2026 | Aug 07, 2026 |
| IFG Advisory, LLC | History | New | 6,168 | 341 | 0.01% | — | 181 | +6,168 | New | Q2 2026 | Aug 13, 2026 |
| EQUITABLE TRUST CO | History | No change | 5,977 | 330 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 5,917 | 327 | 0.0% | 0.0% | 183 | +1,639 | 38.31% | Q2 2026 | Aug 14, 2026 |
| Maryland State Retirement & Pension System | History | No change | 5,886 | 325 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Quadrature Capital Ltd | History | New | 5,858 | 324 | 0.0% | — | 185 | +5,858 | New | Q2 2026 | Aug 06, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 5,825 | 322 | 0.0% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Amundi | History | Reduced | 5,545 | 306 | 0.0% | 0.0% | 187 | -895 | -13.9% | Q2 2026 | Aug 11, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Reduced | 5,526 | 305 | 0.03% | 0.03% | 188 | -10 | -0.18% | Q2 2026 | Jul 28, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 5,500 | 304 | 0.06% | 0.06% | 189 | -2 | -0.04% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 5,445 | 301 | 0.0% | 0.0% | 190 | -319 | -5.53% | Q2 2026 | Jul 28, 2026 |
| Cerity Partners LLC | History | Reduced | 5,211 | 288 | 0.0% | 0.0% | 191 | -2,175 | -29.45% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | New | 5,181 | 286 | 0.0% | — | 193 | +5,181 | New | Q2 2026 | Aug 12, 2026 |
| Blue Trust, Inc. | History | No change | 5,168 | 286 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CWM, LLC | History | No change | 5,450 | 283 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fisher Asset Management, LLC | History | Added to | 4,919 | 272 | 0.0% | 0.0% | 195 | +94 | 1.95% | Q2 2026 | Aug 04, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Added to | 4,875 | 269 | 0.01% | 0.01% | 196 | +601 | 14.06% | Q2 2026 | Jul 16, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 4,842 | 268 | 0.0% | 0.0% | 197 | -21 | -0.43% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | Added to | 4,721 | 261 | 0.0% | 0.0% | 198 | +864 | 22.4% | Q2 2026 | Aug 13, 2026 |
| Sunburst Financial Group, LLC | History | New | 4,600 | 254 | 0.04% | — | 200 | +4,600 | New | Q2 2026 | Jul 08, 2026 |
| Storgate, LLC | History | New | 4,596 | 254 | 0.05% | — | 201 | +4,596 | New | Q2 2026 | Aug 12, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 4,603 | 254 | 0.0% | 0.0% | 199 | -17 | -0.37% | Q2 2026 | Aug 11, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | New | 4,576 | 253 | 0.0% | — | 202 | +4,576 | New | Q2 2026 | Aug 06, 2026 |
| Decker Wealth Management LLC | History | Reduced | 4,500 | 249 | 0.05% | 0.06% | 203 | -500 | -10.0% | Q2 2026 | Jul 30, 2026 |
| Sowell Financial Services LLC | History | Added to | 4,412 | 244 | 0.01% | 0.01% | 204 | +384 | 9.53% | Q2 2026 | Jul 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 4,377 | 242 | 0.0% | — | 205 | +4,377 | New | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | New | 4,377 | 242 | 0.0% | — | 206 | +4,377 | New | Q2 2026 | Aug 10, 2026 |
| DRW Securities, LLC | History | New | 4,365 | 241 | 0.01% | — | 207 | +4,365 | New | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | Added to | 4,264 | 236 | 0.0% | 0.0% | 208 | +117 | 2.82% | Q2 2026 | Aug 10, 2026 |
| Brookstone Capital Management | History | Reduced | 4,148 | 229 | 0.0% | 0.0% | 209 | -1,200 | -22.44% | Q2 2026 | Jul 15, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 4,063 | 224 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 4,036 | 223 | 0.01% | 0.01% | 211 | +381 | 10.42% | Q2 2026 | Aug 13, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 3,993 | 221 | 0.01% | 0.01% | 212 | +56 | 1.42% | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,934 | 217 | 0.01% | 0.01% | 213 | +169 | 4.49% | Q2 2026 | Aug 11, 2026 |
| MARSHALL WACE, LLP | History | New | 3,872 | 214 | 0.0% | — | 214 | +3,872 | New | Q2 2026 | Aug 13, 2026 |
| Mayfair Advisory Group, LLC | History | New | 3,462 | 204 | 0.06% | — | 215 | +3,462 | New | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | Added to | 3,479 | 192 | 0.0% | 0.0% | 216 | +781 | 28.95% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | New | 3,227 | 178 | 0.0% | — | 217 | +3,227 | New | Q2 2026 | Aug 10, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 3,000 | 166 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clearstead Advisors, LLC | History | Added to | 2,972 | 164 | 0.0% | 0.0% | 219 | +36 | 1.23% | Q2 2026 | Aug 06, 2026 |
| SG Americas Securities, LLC | History | Reduced | 2,560 | 142 | 0.0% | 0.0% | 220 | -8,725 | -77.32% | Q2 2026 | Aug 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,346 | 130 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | Added to | 2,346 | 129 | 0.0% | 0.01% | 222 | +151 | 6.88% | Q2 2026 | Jul 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 1,839 | 101 | 0.0% | 0.0% | 223 | -2,691 | -59.4% | Q2 2026 | Aug 10, 2026 |
| Quantbot Technologies LP | History | New | 1,572 | 87 | 0.0% | — | 224 | +1,572 | New | Q2 2026 | Aug 12, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 1,388 | 76 | 0.02% | — | 225 | +1,388 | New | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | Added to | 1,010 | 55 | 0.0% | 0.0% | 226 | +402 | 66.12% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 913 | 50 | 0.0% | 0.0% | 228 | +31 | 3.51% | Q2 2026 | Aug 07, 2026 |
| BESSEMER GROUP INC | History | No change | 899 | 50 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 896 | 49 | 0.0% | 0.0% | 229 | -570 | -38.88% | Q2 2026 | Jul 28, 2026 |
| ASSETMARK, INC | History | Added to | 853 | 47 | 0.0% | 0.0% | 231 | +198 | 30.23% | Q2 2026 | Jul 30, 2026 |
| FIRST HORIZON CORP | History | Added to | 861 | 47 | 0.0% | 0.0% | 230 | +61 | 7.63% | Q2 2026 | Jul 20, 2026 |
| Center for Financial Planning, Inc. | History | No change | 800 | 44 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 720 | 40 | 0.0% | 0.0% | 233 | +174 | 31.87% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 718 | 39 | 0.0% | — | 235 | +718 | New | Q2 2026 | Aug 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 715 | 39 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Nykredit A/S | History | New | 662 | 36 | 0.0% | — | 237 | +662 | New | Q2 2026 | Sep 08, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 657 | 36 | 0.0% | 0.0% | 236 | -63 | -8.75% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 650 | 35 | 0.0% | 0.0% | 238 | +111 | 20.59% | Q2 2026 | Jul 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 564 | 31 | 0.0% | 0.0% | 239 | -72 | -11.32% | Q2 2026 | Aug 13, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 520 | 29 | 0.03% | 0.04% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Reduced | 473 | 26 | 0.0% | 0.0% | 241 | -135 | -22.2% | Q2 2026 | Jul 02, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 428 | 23 | 0.0% | 0.0% | 242 | -478 | -52.76% | Q2 2026 | Jul 24, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 393 | 21 | 0.0% | 0.0% | 243 | +68 | 20.92% | Q2 2026 | Jul 28, 2026 |
| Optiver Holding B.V. | History | Added to | 346 | 19 | 0.0% | 0.0% | 245 | +320 | 1230.77% | Q2 2026 | Aug 12, 2026 |
| Kemnay Advisory Services Inc. | History | Added to | 352 | 19 | 0.0% | 0.0% | 244 | +120 | 51.72% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 315 | 17 | 0.0% | 0.0% | 246 | -7 | -2.17% | Q2 2026 | Jul 17, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 274 | 15 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 289 | 15 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Smartleaf Asset Management LLC | History | No change | 252 | 13 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | Reduced | 218 | 12 | 0.0% | 0.0% | 250 | -60 | -21.58% | Q2 2026 | Aug 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 197 | 10 | 0.0% | 0.0% | 251 | -7,999 | -97.6% | Q2 2026 | Aug 13, 2026 |
| True Wealth Design, LLC | History | Reduced | 178 | 9 | 0.0% | 0.0% | 252 | -13 | -6.81% | Q2 2026 | Jul 16, 2026 |
| CENTRAL TRUST Co | History | No change | 129 | 7 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Parallel Advisors, LLC | History | No change | 132 | 7 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quarry LP | History | Reduced | 120 | 6 | 0.0% | 0.0% | 256 | -240 | -66.67% | Q2 2026 | Aug 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 126 | 6 | 0.0% | — | 255 | +117 | 1300.0% | Q2 2026 | Jul 22, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 100 | 5 | 0.0% | 0.0% | 258 | +50 | 100.0% | Q2 2026 | Jul 27, 2026 |
| High Note Wealth, LLC | History | No change | 98 | 5 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Essential Partners LLC | History | Reduced | 89 | 4 | 0.0% | 0.0% | 262 | -78 | -46.71% | Q2 2026 | Aug 10, 2026 |
| Fortitude Family Office, LLC | History | Added to | 89 | 4 | 0.0% | 0.0% | 261 | +68 | 323.81% | Q2 2026 | Jul 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 80 | 4 | 0.0% | 0.0% | 259 | -5 | -5.88% | Q2 2026 | Aug 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 76 | 4 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 55 | 3 | 0.0% | 0.0% | 263 | +3 | 5.77% | Q2 2026 | Aug 11, 2026 |
| Larson Financial Group LLC | History | Added to | 39 | 2 | 0.0% | — | 264 | +36 | 1200.0% | Q2 2026 | Aug 14, 2026 |
| Bare Financial Services, Inc | History | Reduced | 45 | 2 | 0.0% | 0.0% | 266 | -14 | -23.73% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 50 | 2 | 0.0% | 0.0% | 265 | -7 | -12.28% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 28 | 1 | 0.0% | 0.0% | 269 | -172 | -86.0% | Q2 2026 | Aug 12, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 34 | 1 | 0.0% | 0.0% | 272 | -58 | -63.04% | Q2 2026 | Aug 07, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 33 | 1 | 0.0% | — | 277 | +33 | New | Q2 2026 | Jul 22, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 29 | 1 | 0.0% | — | 276 | +29 | New | Q2 2026 | Aug 06, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 29 | 1 | 0.0% | — | 278 | +29 | New | Q2 2026 | Aug 13, 2026 |
| CVA Family Office, LLC | History | Added to | 33 | 1 | 0.0% | 0.0% | 273 | +9 | 37.5% | Q2 2026 | Aug 07, 2026 |
| Covestor Ltd | History | Added to | 10 | 1 | 0.0% | — | 274 | +7 | 233.33% | Q2 2026 | Aug 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 36 | 1 | 0.0% | 0.0% | 270 | +4 | 12.5% | Q2 2026 | Jul 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 20 | 1 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 24 | 1 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IFP Advisors, Inc | History | No change | 35 | 1 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WPG Advisers, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| North Reef Capital Management LP | History | Closed out | 0 | 0 | — | 0.89% | — | -500,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Closed out | 0 | 0 | — | 0.01% | — | -205,899 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Stieven Capital Advisors, L.P. | History | Closed out | 0 | 0 | — | 1.19% | — | -107,116 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,900 | -100.0% | Q2 2026 | Aug 14, 2026 |
| M Holdings Securities, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -17,491 | -100.0% | Q2 2026 | Aug 11, 2026 |
| VARCOV Co. | History | Closed out | 0 | 0 | — | 0.32% | — | -16,291 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Artemis Investment Management LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -12,042 | -100.0% | Q2 2026 | Jul 23, 2026 |
| MANGROVE PARTNERS IM, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,272 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,250 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Fieldview Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,935 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Hillsdale Investment Management Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,750 | -100.0% | Q2 2026 | Aug 12, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,614 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Koshinski Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -5,184 | -100.0% | Q2 2026 | Jul 27, 2026 |
| TECTONIC ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,917 | -100.0% | Q2 2026 | Jul 15, 2026 |
| SWMG, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,810 | -100.0% | Q2 2026 | Jul 15, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -4,330 | -100.0% | Q2 2026 | Aug 13, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,984 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,532 | -100.0% | Q2 2026 | Aug 10, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -1,216 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -708 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -226 | -100.0% | Q2 2026 | Jul 29, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -211 | -100.0% | Q2 2026 | Jul 07, 2026 |